Financial Adviser · FLINDERS, NSW

Joshua Ian Young

1 Years experience

Tax advice
authorised

Currently at

Shellharbour, NSW

View firm profile

ASIC Registered · ADV 001311845

Joshua Ian Young is a financial adviser based in Flinders, New South Wales, with 1 year of experience in the financial services industry. Joshua is currently authorised under Cove Private Wealth Pty Ltd. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Planning) from The University of Wollongong.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: this adviser is restricted on providing advice on Self managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2023

Bachelor of Commerce (Financial Planning)

The University of Wollongong

2023

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Cove Private Wealth Pty Ltd

Oct 2024 - Present Current

this adviser is restricted on providing advice on Self managed Super Funds

Source: ASIC Financial Advisers Register